[GNC] 8.1.1. Find Transaction

[Adrien Monteleone]

You didn't click the 'Edit' button from the Accounts tab, that would 
have given you a window to edit that selected account.

You must mean you clicked on Edit > Find. (a menu option)

-----

What are you ultimately trying to find?

If you have more than one criteria, say all transactions to Wal-Mart 
equal to 66.00, then I'd make the first criteria:

Description, contains, "Wal"

(don't spell it out entirely in case sometimes you put "Wal-mart" or 
"Walmart", for example)

Then Click the Add button at the top left and make the second criteria:

Value, has credits or debits, equal to, "66.00"

That way, you do the search in one shot.

I put the description first, but it could be either way. Though if the 
value search is more vague (like greater than or equal to) the results 
might return faster with description first.

----
An iterative search works a bit differently.

Take that Value=66.00 again, From the Search results tab, click Edit > 
Find, (or use cmd/ctrl+F) leave the radio button for 'Refine current 
search' selected, and put in a new criteria.

You'll then get a new results tab with the smaller result set that 
matched both conditions.

The end results *should* be the same either method.

The Find window also has an option for 'all' or 'any' criteria which 
would be an 'and' or an 'or' type search respectively.

You can also do some interesting iterative searches using the 'Delete 
results from current search' if you end up with a very large set or 
there isn't an easy way to exclude some transactions with the 
multi-criteria method.

Regards,
Adrien

On 10/2/20 11:54 AM, Jamestk wrote:
> Thats sounds ideal Adrien but unsure how it works, let me describe what
> happens.
> 
>  From the main accounts tree I clicked edit, find which brings up the
> following window. From here I select 'value' as it works well finding
> transactions, at this point these is no other option as greyed out.
> 
> <http://gnucash.1415818.n4.nabble.com/file/t375078/GNUC_find.png>
> 
> Hitting enter it takes brings up the results, from this windows there
> doesn't appear to be any other edit functions available?
>